Title: “Holistic Corporate Financial Tools”
Guest: Dan Fletcher – Planful
Interviewer: Jonathan Freedman – Mage LLC
Finance
“Super Regional Commercial Banking” with Colin March of KeyBank
Title: “Super Regional Commercial Banking”
Guest: Colin March – KeyBank
Interviewers: Jonathan Freedman – Mage LLC, Evan Macedo – Sapers & Wallack
“Balancing Benefits“ with Doug Dustin of Sentinel Group
Title: “Balancing Employee Benefits”
Guest: Doug Dustin of Sentinel Group
Interviewers: Jonathan Freedman – Mage LLC, Evan Macedo – Sapers & Wallack
“Changing the Face of Finance“ with Priya Chanduraj of FEI Boston
Title: “Changing the Face of Finance”
Guest: Priya Chanduraj of FEI Boston
Interviewers: Jonathan Freedman – Mage LLC, Evan Macedo – Sapers & Wallack
“Revealing the Secrets to Family Business Success: 2024 Building Your Great Family Business” Late Winter 2024 FBA Panel [Part 3 of 4]
Title: “Revealing the Secrets to Family Business Success: 2024 Building Your Great Family Business” Late Winter 2024 FBA Panel [Part 3 of 4]
Panelists: Aviva Sapers – Sapers & Wallack, Lloyd Granoff – Granoff Associates, Stephen Wilchins – Wilchins, Cosentino & Novins, Richard Hirschen – Gray, Gray & Gray.
Moderator: Jeffrey Davis – Mage LLC
“Made-for-You Wealth Management” with LEVATUS Wealth Services
Title: “Made-for-You Wealth Management”
Guest: Jessica Grande – LEVATUS Wealth Services
Interviewer: Jonathan Freedman – Mage LLC
“Female-Focused Financial Support” with The Finance Femme
Title: “Female-Focused Financial Support”
Guest: Kendra James Anderson – The Finance Femme
Interviewer: Jonathan Freedman – Mage LLC
“Supporting Financial Wellness” with Jordan Smith of Sapers & Wallack
Title: “Supporting Financial Wellness”
Guest: Jordan Smith – Sapers & Wallack
Interviewers: Jonathan Freedman – Mage LLC, Evan Macedo – Sapers & Wallack
“Passive Franchising” with Kenny Rose of FranShares
Title: “Passive Franchising”
Guest: Kenny Rose – FranShares
Interviewer: Jeffrey Davis – Mage LLC
“Financial Regulations for Entrepreneurs” with Casner & Edwards
Title: “Improving Hygiene for Seniors with Technology”
Guest: Ilan Tiagai – Smart Hygiene
Interviewer: Jeffrey Davis – Mage LLC